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Verisk Analytics
VRSK

Overview Fund Activity

778 hedge funds and large institutions have $30.5B invested in Verisk Analytics in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+48
Holders Change %
+6.58%
% of All Funds
13.8%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.2%
New
109
Increased
319
Reduced
250
Closed
54
Calls
$42M
Puts
$44.2M
Net Calls
-$2.13M
Net Calls Change
+$4.84M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$209M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$662M
3
KBC Group
KBC Group
Belgium
$204M
4
OCBV
Ownership Capital B.V.
Netherlands
$363M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$227M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$10.1M
2
HL
Harding Loevner
New Jersey
$296M
3
AllianceBernstein
AllianceBernstein
Tennessee
$777M
4
BlackRock
BlackRock
New York
$2.73B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
701
Fieldpoint Private Securities
Connecticut
$29K +$29K +141 New
RFWA
702
RPg Family Wealth Advisory
Massachusetts
$26.2K – – –
GLLW
703
Graves Light Lenhart Wealth
Virginia
$26K +$26K +127 New
ICP
704
Interchange Capital Partners
Pennsylvania
$26K +$26K +130 New
PWMG
705
Prestige Wealth Management Group
New Jersey
$25K -$2.66K -13 -10%
CCA
706
Catalyst Capital Advisors
New York
$24K +$24K +115 New
TCOV
707
Trust Company of Vermont
Vermont
$23K – – –
WOC
708
West Oak Capital
California
$21K – – –
SWM
709
Sugarloaf Wealth Management
Georgia
$21K – – –
LC
710
Lindbrook Capital
California
$21K +$8.36K +41 +66%
FGAM
711
Financial Gravity Asset Management
Texas
$21K +$21K +97 New
PWA
712
Phoenix Wealth Advisors
North Carolina
$21K +$21K +100 New
TFIPS
713
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.8K +$20.8K +100 New
CIA
714
CSat Investment Advisory
Michigan
$20K -$110K -522 -85%
WEC
715
Winslow Evans & Crocker
Massachusetts
$20K – – –
SLF
716
Sun Life Financial
Ontario, Canada
$20K – – –
TSW
717
Thompson Siegel & Walmsley
Virginia
$19K – – –
MA
718
MUFG Americas
New York
$19K +$19K +90 New
ATC
719
Adirondack Trust Company
New York
$19K +$19K +105 New
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
AF
721
Allworth Financial
California
$18K +$3.81K +18 +27%
TFS
722
TrustCore Financial Services
Tennessee
$18K +$18K +88 New
RE
723
RBC Europe
United Kingdom
$17.6K – – –
AIG
724
American International Group
New York
$17.2K +$19 +93 +0.1%
SIM
725
Sonora Investment Management
Arizona
$15K – – –
27 28
29
30 31